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@KarelMercx
"$ALB is finally breaking out with an X% jump yesterday After bottoming at $XX in April it's now up XX% and just broke above its 1Y average of $XX. The chart looks strong but Ive posted excited updates before and Im still down 42%. Lets see if it sticks" @KarelMercx on X 2025-07-23 08:01:34 UTC 13K followers, 1822 engagements
"Morgan Stanley Turns Bullish on $PINS Pinterest is up X% premarket after Morgan Stanley upgraded the stock from equal weight to overweight. They expect recent investments to unlock under-appreciated acceleration and earnings power in 2H 2025. Im long Pinterest" @KarelMercx on X 2025-07-21 10:32:56 UTC 13K followers, 1246 engagements
"$IBKR Hits All-Time High Chart X might suggest the stock is moving too fast but fundamentals tell a different story. Operating income has more than doubled (chart 2) and with minimal cost growth margins keep climbing. A higher valuation is fully justified" @KarelMercx on X 2025-07-15 07:47:24 UTC 13K followers, 4210 engagements
"#5 $GDX (Gold Miners Index) Central banks keep buying gold but retail investors are still ignoring the miners. As a result gold prices are up but miners trade at a steep discount. When cash flows force recognition I expect $GDX to close that gap fast" @KarelMercx on X 2025-05-20 05:43:50 UTC 13K followers, 9837 engagements
"#25 $AR (Antero Resources) A leading U.S. producer of natural gas and NGLs. Operates in the Marcellus with midstream assets and export strength. AI and datacenters are driving up electricity demand and gas is still the key baseload fuel. Antero is built to benefit" @KarelMercx on X 2025-05-30 05:50:27 UTC 13K followers, 3347 engagements
"$IBKR (Interactive Brokers) hits all-time high after strong Q2 Just look at that final trading day in the chart EPS +16% to $XXXX Revenue +15% to $1.48B Margin XX% Accounts +32% commissions +27% Daily trades +49% Overnight +170%" @KarelMercx on X 2025-07-19 13:48:16 UTC 13K followers, 2014 engagements
"South Korean stocks are up XX% this year. The Prime Minister believes the KOSPI should be at 5000 not 3200. Why the gap The Korea discount. Since forever regulations protected family-owned chaebols at the expense of minority shareholders. But thats changing. The Korean government and central bank are actively working to close the discount. Reforms now focus on: 🔹 Stronger shareholder rights 🔹 Transparent board appointments 🔹 Limits on treasury stock misuse Big investors are waking up. Goldman Sachs and JPMorgan have upgraded Korea. In July alone foreign investors poured in more than $3" @KarelMercx on X 2025-07-27 09:57:28 UTC 13K followers, 1509 engagements
"All-Time High for $CCJ And Still Early in the Uranium Bull Market. The first chart shows the all-time high in Cameco's share price. The second one tells the why: revenue collapsed for years as the world placed its bets on solar and wind. But starting in 2021 the world woke up to the limits of renewables. Since then Cameco's revenue has soared year after year as dozens of new nuclear plants were announced. Meanwhile coal usage is exploding despite being orders of magnitude more polluting than nuclear energy. With global demand for reliable baseload power rising fast uranium is back. And I" @KarelMercx on X 2025-07-16 07:11:28 UTC 13K followers, 2375 engagements
"I used to study top investors largest positions to find their highest-conviction bets. Turns out I was wrong those stocks always just went up a lot. $SBSW wasnt even in my top XX in January. Now its #9 not due to more faith just a XXX% rally. Dont copy blindly" @KarelMercx on X 2025-07-24 07:58:47 UTC 13K followers, 1517 engagements
"Still think $GOOG is just Search This chart says it all. Google is the only company active in all X layers of the AI stack From chips to robots From enterprise to consumer From infrastructure to daily apps Thats why Im a shareholder of Google" @KarelMercx on X 2025-07-27 10:15:06 UTC 13K followers, 2191 engagements
"Why Im a Shareholder of $GOOG / $GOOGL The best product doesnt always win. On the internet distribution wins. And Google is the undisputed king of distribution. I use Google Maps whenever I go somewhere new. Ive been on Gmail since 2007. I use YouTube fanatically. I schedule everything in Google Calendar. I even pay for extra Google Cloud storage. Google doesnt just have one great product. It has an entire ecosystem that millions of people use every single day often without even thinking about it. The reach and integration are unlike anything else. If I were the CEO of Google I would do" @KarelMercx on X 2025-07-24 13:48:04 UTC 13K followers, 3814 engagements
"Every year I rank all U.S. stocks that have raised their dividend for 25+ consecutive years. Each company is scored on: 🔹 1Y dividend growth 🔹 5Y dividend growth 🔹 Net debt / EBITDA 🔹 Payout ratio 🔹 Dividend yield 🔹 Share buybacks 🔹 Stock momentum On April XX $CSL ranked #1 because the company had the highest average score across all metrics. Naturally I bought Carlisle shares right away. Its only been a few months but Im very pleased with the return so far Want to stay on top of research and timely buys like this Read the investment magazine Beleggers Belangen" @KarelMercx on X 2025-07-26 06:27:11 UTC 13K followers, 1559 engagements
"$NEM is up XX% in 2025 and still dirt cheap. Free cash flow equals XX% () of the stock price. Even if gold stays flat FCF yield must fall below X% for Newmont to be just an attractive stock instead of a bargain. That implies another XXX% upside" @KarelMercx on X 2025-07-25 16:23:19 UTC 13K followers, 2124 engagements
"Relentless growth + AI tailwinds = $APH CEO Adam Norwitt during the earnings call: Were in the early innings of the adoption of AI. We continue to watch every penny as if it were coming out of our own pockets. Thats exactly the combo I want as an investor: massive secular growth + extreme financial discipline. Thats Amphenol. Yes Amphenol isnt cheap. But growth has been so strong that valuation actually drops after each earnings report. On June XX the FCF yield appeared to be just 1.9%. But after updating the numbers with Q2 results that same date now reflects a yield of 2.4%. Today: 2.2%." @KarelMercx on X 2025-07-26 06:47:23 UTC 13K followers, 1945 engagements
"#30 $CCJ (Cameco) The uranium bull market is just beginning. As nations turn back to nuclear for clean reliable energy Cameco holds the keys with tier-one assets and room to scale. The longer the world delays investing in supply the more valuable Cameco becomes" @KarelMercx on X 2025-06-01 07:53:24 UTC 13K followers, 8199 engagements
"$LNG Runaway Gap Highest Volume of the Year Up More Than X% With a market cap of $54B Cheniere Energy looked like a clear candidate for S&P XXX inclusion until after-hours news named $XYZ a $45B fintech instead. In 2024 Block generated $1.5B in free cash flow. Cheniere Energy $3.2B and that was during low gas prices. In 2022 it hit $9B. The market gave back the gains after hours. But lets be clear: natural gas isnt a bridge fuel. Its the future with demand set to grow well beyond 2050. The S&P XXX committee cant ignore $LNG forever. I remain bullish. 🔥" @KarelMercx on X 2025-07-20 06:05:52 UTC 13K followers, 2369 engagements
"#24 $AEM (Agnico Eagle Mines) A gold miner with 40+ years of uninterrupted dividends and XXXX% average annual dividend growth over the past decade. With operations in stable regions and a strong balance sheet AEM is a reliable hedge against monetary instability" @KarelMercx on X 2025-05-29 17:27:43 UTC 13K followers, 3492 engagements
"$CSL Just Hit a New 2025 High 🚀 Carlisle Companies hit its highest level of 2025 yesterday at $XXXXXX. JPMorgan recently upgraded the stock to Overweight with a price target of $500" @KarelMercx on X 2025-07-11 10:44:25 UTC 13K followers, 1341 engagements